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Yelp YELP Stock-Based Comp

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Segments

By segment

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Reportable Segment$25.75M-26.0%

Other financials

Income statement

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Revenue$375.5M+1.4%
Gross profit$333.7M-0.4%
Operating income$43.7M-17.9%
Net income$31.7M-28.2%
EPS (diluted)$0.57-14.9%

Balance sheet

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Cash & equivalents$94.1M+9.7%
Total debt$23.3M-23.8%
Total equity$644.5M-13.6%
Total assets$990.6M+1.1%

Cash flow

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Operating cash flow$75.8M+30.7%
CapEx$14.7M+13.2%
Free cash flow$61.1M+35.7%

Valuation

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Market cap$1.41B-30.7%
Enterprise value$1.33B-32.4%
P/E11.1×-2.5×
P/S-0.4×

Profitability

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Gross margin89.6%-1.0pp
Operating margin11.7%-0.9pp
Net margin8.6%-1.7pp
FCF margin20.2%+0.6pp

Returns & leverage

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Return on equity18.2%-1.9pp
Debt / equity0.0×
Current ratio1.7×-1.5×

Where this comes from

Reported directly by Yelp in its filing.

Tagged under the XBRL concept us-gaap:ShareBasedCompensation.

The source filing: Yelp’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 4:16 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001345016-26-000066
Line itemSix Months Ended June 30, 2026Six Months Ended June 30, 2025
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization34,35124,715
Provision for credit losses18,00522,562
Stock-based compensation56,25672,244
Amortization of right-of-use assets3,0026,715
Deferred income taxes20,426(2,968)
Amortization of deferred contract cost11,04712,035
Other adjustments, net2,4741,471

Item 1. Financial Statements (Unaudited)

FAQ

What is Yelp's stock-based comp?
Yelp (YELP) reported stock-based comp of $25.75M in Q2 2026.
How has Yelp's stock-based comp changed year-over-year?
Yelp's stock-based comp decreased by 26.0% year-over-year, from $34.78M to $25.75M.
What is the long-term trend for Yelp's stock-based comp?
Over 4 years (2021 to 2025), Yelp's stock-based comp has grown at a -3.1% compound annual growth rate (CAGR), from $151.68M to $133.99M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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